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Birchbrook’s ExxonMobil XOM Stock Holding History

Birchbrook’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
8,861
-727
-8% -$109K 0.57% 32
2026
Q1 		$1.63M Sell
9,588
-128
-1% -$18.7K 0.8% 30
2025
Q4 		$1.17M Buy
9,716
+79
+0.8% +$9.16K 0.58% 32
2025
Q3 		$1.09M Sell
9,637
-210
-2% -$23.3K 0.56% 37
2025
Q2 		$1.06M Hold
9,847
– – 0.57% 36
2025
Q1 		$1.17M Buy
9,847
+59
+0.6% +$6.53K 0.66% 34
2024
Q4 		$1.05M Sell
9,788
-125
-1% -$14.6K 0.6% 37
2024
Q3 		$1.16M Sell
9,913
-386
-4% -$44.6K 0.64% 35
2024
Q2 		$1.19M Sell
10,299
-50
-0.5% -$5.82K 0.71% 29
2024
Q1 		$1.2M Sell
10,349
-150
-1% -$15.7K 0.72% 29
2023
Q4 		$1.05M Buy
+10,499
New +$1.1M 0.69% 31

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Birchbrook's XOM Position: Q2 2026 in Review

Birchbrook reduced its ExxonMobil (XOM) stake by 7.6% in Q2 2026, selling an estimated $109K and leaving 8,861 shares worth $1.21M. The position accounts for 0.57% of the portfolio, ranked #32.

Birchbrook first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Birchbrook held 8,861 shares of ExxonMobil worth $1.21M as of Q2 2026.
  • Birchbrook sold 727 ExxonMobil shares in Q2 2026, an estimated $109K.
  • ExxonMobil made up 0.57% of Birchbrook's portfolio in Q2 2026, its #32 holding.
  • Birchbrook first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's ExxonMobil position peaked at $1.63M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.